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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,308 | $209,422-81.7% | $178,503-78.5% | $158,982-75.9% |
| Participation rate | 68.2% | 86.4%-18.2pp | 81.9%-13.7pp | 82.0%-13.8pp |
| Annual return | -26.39% | 188.81%-215.2pp | 151.12%-177.5pp | 302.99%-329.4pp |
| Employer contribution / active EE | $260 | $5,707-95.4% | $5,011-94.8% | $4,763-94.5% |
| Participant deferral / active EE | $3,700 | $5,955-37.9% | $5,202-28.9% | $5,983-38.2% |
| Admin fee / account holder | $856 | $17,079-95.0% | $13,987-93.9% | $11,252-92.4% |